Dan O'Shea Email & Phone Number
DCIO Channel Leader @ Columbia Threadneedle Investments
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Dan O'Shea Location
- Boston, MA, US
Dan O'Shea Work
- DCIO Channel Leader @ (July 2022 - Present)
- Regional Vice President - Investment Only Division @ (May 2015 - July 2022)
- Vice President - Investments @ (March 2012 - May 2015)
- Financial Advisor @ (May 2009 - March 2012)
- Financial Advisor @ (March 2008 - May 2009)
- Financial Consultant @ (January 2007 - January 2008)
Dan O'Shea Education
- Amherst College
Bachelor of Arts (Political Science)
2003-2007
Dan O'Shea Skills
- Series 66
- Mutual Funds
- Retirement Planning
- Series 7
- Finance
- Investments
- Financial Advisory
- Strategic Financial Planning
- Alternative Investments
- Series 31
- 401k
Dan O'Shea Summary
- Dan O'Shea, based in Boston, MA, US, is currently a DCIO Channel Leader at Columbia Threadneedle Investments, US. Dan O'Shea brings experience from previous roles at Columbia Threadneedle Investments, US, IBG Financial Partners, LLC, Morgan Stanley Smith Barney and UBS Wealth Management. Dan O'Shea holds a 2003 - 2007 Bachelor of Arts in Political Science @ Amherst College. With a robust skill set that includes Series 66, Mutual Funds, Retirement Planning, Series 7, Finance and more. Dan O'Shea has 2 emails and 2 mobile phone numbers on RocketReach.
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